Aspire Wealth Advisors

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Aspire Wealth Advisors

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Cultivating relationships with those we influence by helping them create the life they ASPIRE to live Most planners start with the numbers. We don’t.

Aspire Wealth Advisors is a team of individuals who seek to impart meaningful change in their communities, their families, our firm and with our clients. Our clients rely on us not just because of what we do, but because of who we are. We are intentional leaders and matter to the people we serve. Jimmy Siegel and David Higgins, founding partners of Aspire Wealth Advisors, have been with Northwestern Mutual since 2007 & 2010. Jimmy & David formed Aspire Wealth Advisors in 2019 with the purpose of building a firm that delivers a “boutique” financial planning experience alongside the financial strength of a Fortune 100 financial institution. Aspire Wealth Advisors provides all financial planning and asset management services turn-key and in-house, because we know that our clients value simplicity in their lives without sacrificing results. Our focus is to ensure you’re successful by making wise decisions with your wealth – and that means how you use and protect your assets. As a result, our work is highly personalized, and we consult with a limited number of individuals and families so that we can tailor our recommendations to your specific needs and priorities. We’re focused on results, rather than ideas, investment models, etc. We emphasize progress toward achieving clear Goals that lead to a meaningful Vision. We begin with Discovering WHAT matters to you and WHY it’s important, and finish with a plan that respects and reflects that. Aspire Wealth Advisors Team:
Jimmy Siegel – Partner, Wealth Management Advisor
David Higgins – Partner, Wealth Management Advisor
Emily Halal – Financial Advisor
Allison Smith - Director of Operations
Zach Alaoui – Director of Financial Planning
Trent Boyance – Associate Wealth Management Advisor
Monica Lopez – Director of Client Services
Brooke Gibson – Director of Client Relations and Marketing
Danna Ghannam - Associate Financial Representative
John Dickey - Investment Operations Coordinator

10/29/2026

Hitting your savings goal is a big milestone. It doesn't mean the plan is finished.
If everything is going into your 401(k), you may be right on track. But you may also have very little control over your tax bracket in retirement, and not much money you can reach before then.

Spreading your savings across different types of accounts gives you choices later. You decide when to draw from each one, and how much.
Saving well is about more than the number. It's also about the flexibility you'll want down the road.

Let's start a conversation about where your savings are going.

10/22/2026

You might work for years toward one moment: the bonus, the stock vesting, the sale of the business you built.

Then it lands, and a lot of the best planning opportunities are already gone.
Big financial events come with decisions about taxes, timing, and what this money is actually for. Most of those decisions need to be made before the check clears or the deal is signed.

You've put years into getting here. The conversation about what comes next deserves time too.

If something big is coming up, reach out. We'd love to help you think it through ahead of time.

10/22/2026

Happy 5 years, Monica!

As our Director of Client Services, she's the steady hand behind so much of what our clients feel when they work with us. She remembers the details and follows through on the small things. She makes sure everyone who calls feels known and cared for.

Thank you for five years of showing up for our Aspire family, Monica. We're so grateful for you.

10/15/2026

"I never want to touch the principal."

We hear this a lot, and we understand why. Living off dividends feels safe.
But chasing higher yields usually means putting more of your money into fewer holdings. Concentration brings volatility. And if your portfolio's value is moving around, your income will too.

There's also the tax side. Dividends and selling shares are often taxed more alike than people expect, so the line between "income" and "principal" may matter less than it seems.

The goal isn't to never touch your principal. It's to have income you can count on.
If you'd like to talk through your retirement income plan, we'd love to start a conversation.

10/08/2026

Money should be fun too, not just something you save for future you or spend paying bills. That's the idea behind non-critical capital.

We've noticed something: when people manage a bit of their own investments, it feels empowering. It forces them to educate themselves, pay attention, and actually engage with what's happening in the market. We encourage that, as long as it's with non-critical capital, the money you can afford to play with.

10/01/2026

In the spirit of preparing rather than predicting, we often see people fall into the same trap: over concentration. With critical capital, the goal is diversification, not betting everything on one thing.

Spreading it out increases your probability of profit over time. That matters most during periods of uncertainty, which, if we're honest, is most of the time. We don't want to bet on any one outcome. We want to let the markets do what they do, over the course of time.

09/24/2026

We don't try to predict what's coming. We prepare for it.

That means having clear goals, staying diversified instead of over concentrated, and setting aside a small amount of non-critical capital just to enjoy. It also means staying educated, so the noise in the media or the market has less power over you.

09/17/2026

Uncertainty is certain. That's not a reason to abandon a plan, it's the reason to have one.

People often ask us to predict what's next for the market or the economy. What they're really asking is what we'll do about it. We spend very little time on predictions and a lot of time building plans that hold up either way.

09/10/2026

If you've been waiting for the world to feel stable before you invest, you're going to be waiting forever. Think about the last 25 years. Wars, recessions, a pandemic, elections that were supposed to change everything. Through all of it, the S&P 500 still grew roughly 7x, averaging more than 8% a year.

The market was never really the risk. The risk is what happens in us during the crisis, whether we get emotional and jump ship or stay logical and stick to the plan.

Stability isn't something the world hands you. It's something you build, one steady decision at a time. Let's start a conversation.

09/03/2026

What's your largest asset?

Most people say their home. For clients still in their accumulation years, it's actually their income. It's the asset that makes everything else possible, and more often than not, it's worth protecting.

Let's start a conversation about what that protection could look like for you.

Address

1250 Wood Branch Park Drive Suite 600
Houston, TX
77079

Telephone

+12817604800

Website

http://aspirewealthadvisors.nm.com/

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